Fortitude Advisory Group’s Boeing BA Stock Holding History

Fortitude Advisory Group’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$508K	Sell	2,347 -955	-29%	-$212K	0.19%	109
2026 Q1	$657K	Buy	3,302 +2,216	+204%	+$505K	0.3%	70
2025 Q4	$236K	Sell	1,086 -2,114	-66%	-$435K	0.1%	175
2025 Q3	$691K	Buy	3,200 +345	+12%	+$77.8K	0.37%	52
2025 Q2	$598K	Buy	2,855 +941	+49%	+$178K	0.34%	57
2025 Q1	$299K	Buy	+1,914	New	+$331K	0.22%	111
2024 Q2	–	Sell	-4,491	Closed	-$867K	–	201
2024 Q1	$867K	Buy	4,491 +254	+6%	+$52.2K	0.49%	37
2023 Q4	$1.1M	Sell	4,237 -188	-4%	-$40.2K	0.67%	23
2023 Q3	$848K	Sell	4,425 -9	-0.2%	-$1.97K	0.57%	31
2023 Q2	$936K	Buy	4,434 +80	+2%	+$16.6K	0.69%	30
2023 Q1	$925K	Buy	4,354 +150	+4%	+$31.2K	0.72%	27
2022 Q4	$801K	Buy	4,204 +548	+15%	+$89.6K	0.68%	34
2022 Q3	$443K	Buy	3,656 +18	+0.5%	+$2.76K	0.42%	60
2022 Q2	$497K	Sell	3,638 -352	-9%	-$51.9K	0.45%	54
2022 Q1	$764K	Sell	3,990 -507	-11%	-$102K	0.41%	41
2021 Q4	$906K	Buy	+4,497	New	+$950K	0.46%	36

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fortitude Advisory Group's BA Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Boeing (BA) stake by 29% in Q2 2026, selling an estimated $212K and leaving 2,347 shares worth $508K. The position accounts for 0.19% of the portfolio, ranked #109.

Fortitude Advisory Group first reported a position in BA in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.1M in Q4 2023. 1,011 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Fortitude Advisory Group held 2,347 shares of Boeing worth $508K as of Q2 2026.
Fortitude Advisory Group sold 955 Boeing shares in Q2 2026, an estimated $212K.
Boeing made up 0.19% of Fortitude Advisory Group's portfolio in Q2 2026, its #109 holding.
Fortitude Advisory Group first reported a position in Boeing in Q4 2021 and has held it in 16 quarters since.
Fortitude Advisory Group's Boeing position peaked at $1.1M in Q4 2023.
1,011 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.